Beachwood, OHCIK 18047174 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
18 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 549.0K | $54.84M | 21.3% | +13.8K | Added |
| 2 | Vanguard Scottsdale Fds | 389.8K | $31.08M | 12.1% | −2.3K | Reduced |
| 3 | Ishares Tr | 43.4K | $29.71M | 11.6% | +892 | Added |
| 4 | Ishares Tr |
| 175.7K |
| $21.65M |
| 8.4% |
| +3.3K |
| Added |
| 5 | Ishares Tr | 222.8K | $20.98M | 8.2% | +7.0K | Added |
| 6 | Invesco Qqq Tr | 27.6K | $16.99M | 6.6% | +465 | Added |
| 7 | Vanguard World Fd | 35.8K | $14.09M | 5.5% | +933 | Added |
| 8 | Ishares Tr | 148.5K | $13.28M | 5.2% | +4.5K | Added |
| 9 | Vanguard World Fd | 42.5K | $12.22M | 4.8% | +858 | Added |
| 10 | Vanguard Bd Index Fds | 139.5K | $10.99M | 4.3% | +1.8K | Added |
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